If you're having trouble linking accounts from any of these institutions, please see the instructions below for guidance.
Transamerica Retirement Solutions (My TRSRetire)
Transamerica Retirement Solutions (My TRSRetire)
Transamerica Retirement Solutions accounts are not currently compatible with the account linking process.
USAA
Plaid, our account-linking partner, requires Quick Logon to be enabled on your USAA accounts in order to link them to services like NerdWallet. Quick Logon is available for the USAA Mobile Apps for iPhone® and Android™. Setting it up is easy: just open up the USAA Mobile App, navigate to the settings panel, and turn on Quick Logon.
Wealthfront
To fully link this account, you'll need to generate and use an "App Password" provided by your bank, instead of your standard login password.
You can generate an App Password from Wealthfront by following these steps: Link to Wealthfront with App Specific password.
Betterment
To fully link this account, you'll need to generate and use an "App Password" provided by your bank, instead of your standard login password.
You can generate an App Password from Betterment by logging into Betterment and navigating to the security tab at www.betterment.com/2fa.
UBS Loan Administration
1. Login to UBS bank site (https://onlineservices.ubs.com/)
2. Provide login credentials
3. Click on the "My profile" button in the upper right
4. Click on "Services & Features" from the top menu
5. Click on "Account aggregation" on the left-hand menu
6. Click "Enroll" next to the "Yodlee/Yodlee labs" option
Fidelity
Fidelity limits account-linking access during high-volume windows. As a result, expect unavailability between 9-10:30am and 3-4:30pm ET. We recommend end linking Fidelity accounts between 5pm - 9am ET.
Also note that some Fidelity MFA types are not supported. Single use (One Time Password) codes are not currently supported.
Vanguard
Vanguard limits account-linking access during certain windows each day. We recommend linking Vanguard accounts between 6pm - 9am ET. If you're still having trouble please let us know at support@nerdwallet.com.
Ally Bank
If you're not receiving a security code while trying to link your Ally Bank account this could be a result of having opted out of security codes from them in the past. You may be able to reenable security codes by texting the word OPTIN to 25597. This page provides additional details.
Huntington Bank
You may need to enable a settings in your Huntington account to be able to link it to third party apps like NerdWallet. To enable this setting, please complete the steps below:
- Log in to Huntington Bank.
- Select the Customer Service tab on the top menu.
- Under My Information, select Allow Financial Management Tools Access.
- Review the Terms and Conditions.
- Select the On Option.
- Click Save.
MidFlorida Credit Union
MidFlorida has two account log-in portals: "free" and "premiere" banking. Currently Plaid only supports the "premiere" banking portal. If you use MidFlorida CU's free banking you may receive an "invalid credentials" message and will not be able to link those accounts to NerdWallet at this time.
Citibank
The Citi Custom Cash Card is not currently supported by Plaid. If this is your only account with Citi you will receive a "no accounts" error when you try to link it. If you have additional account with Citi you should be able to link them normally but the Custom Cash Card account will not appear.
Qapital
Qapital investment and brokerage accounts are not available to link through Plaid.
1st Source Bank
If you receive an error message while trying to link this account, 1st Source Bank may require you to update your password before proceeding. Please log in to your account through the 1st Source app or website, where you will see a prompt to change your password.
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